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New: Task relationships

With tasks in Planning Center, you can manage your tasks in the same place you do your tasks. Now you can jump directly from a task to the item that needs to get done with task relationships!

When a task is created via automation, we'll automatically link it to the relevant resource and person in Planning Center. For example, if someone fills out a form, we'll link the task to their form submission and their profile in People — or if someone accepts a request to serve, we'll include links to the plan and their profile in Services.

Screenshot of a task with relationships

We hope task relationships make it easier to follow up on your congregation's activity across Planning Center — and help you clear your to-do list faster!

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